Pik Ting Szeto
About Pik Ting Szeto
Pik Ting Szeto is a Client Success professional currently working at Code for America since 2021. She has a diverse background in finance, having held positions at Wellington Management and Morgan Stanley, and holds a Bachelor of Arts degree from Northeastern University.
Work at Code for America
Pik Ting Szeto has been working at Code for America since 2021 in the role of Client Success. In this position, she focuses on enhancing client relationships and ensuring successful outcomes for various initiatives. Her experience in client success is complemented by her previous roles in the financial sector, where she developed skills in relationship management and client engagement.
Previous Experience in Financial Services
Prior to her current role, Pik Ting Szeto accumulated extensive experience in the financial services industry. She worked at Wellington Management from 2009 to 2020 as an Assistant Vice President in the Global Strategic Relationship Group. During her tenure, she managed strategic relationships and contributed to the firm's client engagement efforts. Additionally, she held positions at Morgan Stanley as a Capital Introductions Analyst and at Wellington Management as a Foundation Analyst.
Education and Expertise
Pik Ting Szeto earned a Bachelor of Arts degree from Northeastern University. Her educational background has provided her with a solid foundation in the skills necessary for her roles in client success and financial services. The combination of her academic training and professional experience has equipped her with expertise in client relations and strategic management.
Career Progression
Pik Ting Szeto's career began at Cognition Financial, where she worked as a Senior Loan Closing Associate from 2004 to 2007. She then transitioned to Wellington Management, where she served as a Foundation Analyst for 11 months in 2008. Following this role, she joined Morgan Stanley for nearly a year before returning to Wellington Management, where she spent over a decade in various capacities.